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Fund Overview of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth
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₹1,143.8 CrAUM
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₹39.15NAV
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0.37%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 17.42% | NA | 4.26% |
| 6 Months | 7.87% | NA | 15.51% |
| 1 Year | 2.06% | 2.06% | -3.42% |
| 2 Years | 4.25% | 2.10% | 21.59% |
| 3 Years | 68.18% | 18.92% | 23.39% |
| 5 Years | 112.25% | 16.24% | 30.03% |
Compare Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth with other mutual funds in the same category
Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth
Bandhan Small Cap Fund Direct-growth
Bandhan Small Cap Fund Direct-idcw
Asset Allocation
equities
100.01%Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth is one Equity mutual fund offered by Motilal Oswal Mutual Fund. Launched on 06 Sep 2019, the fund aims Return that corresponds to the performance of Nifty Smallcap 250 Index subject to tracking error. Equity and equity related securities covered by Nifty Smallcap 250 Index. Long term capital growth. It manages assets worth ₹1,143.8 crore as on Sun May 31, 2026. The expense ratio stands at 0.37%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth
The portfolio allocation consists of 100.01% in equities.Managed by Swapnil P Mayekar, it has delivered a return of 2.06% in the last year, a total return since inception of 22.29%.
For those looking to take informed financial choices it makes sense to also compare best sip in india that align with long-term goals.
Key Metrics of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth
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Standard Deviation22.29%
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Sharpe Ratio0.66%
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Alpha0.99%
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Beta1.00%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bandhan Small Cap Fund Direct-growth  |
₹27,219 | 3.57% | 16.50% | 7.09% | 29.02% | 21.91% |
| Bandhan Small Cap Fund Direct-idcw |
₹27,219 | 3.57% | 16.50% | 7.09% | 29.02% | 21.91% |
| Invesco India Smallcap Fund Direct-growth |
₹11,717 | 6.76% | 19.45% | 10.67% | 24.37% | 21.88% |
| Invesco India Smallcap Fund Direct-idcw |
₹11,717 | 6.76% | 19.45% | 10.67% | 24.37% | 21.88% |
| Nippon India Small Cap Fund Direct-growth |
₹74,604 | 3.62% | 16.35% | 6.62% | 19.27% | 21.38% |
| Nippon India Small Cap Fund Direct-idcw |
₹74,604 | 3.62% | 16.35% | 6.62% | 19.27% | 21.38% |
| Bank Of India Small Cap Fund Direct-growth |
₹2,318 | 8.64% | 29.51% | 16.73% | 23.13% | 21.34% |
| Bank Of India Small Cap Fund Direct-idcw |
₹2,318 | 8.64% | 29.51% | 16.73% | 23.13% | 21.34% |
| Quant Small Cap Fund Direct Plan-growth |
₹31,774 | 5.15% | 20.67% | 9.53% | 20.74% | 21.28% |
| Quant Small Cap Fund Direct Plan-idcw |
₹31,774 | 5.15% | 20.67% | 9.53% | 20.74% | 21.28% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Motilal Oswal Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Motilal Oswal Small Cap Fund Direct-growth
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₹6,515 | 7.15% | 25.06% | 14.25% | 14.08% | - |
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Motilal Oswal Small Cap Fund Regular-growth
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₹6,515 | 7.04% | 24.70% | 13.61% | 12.76% | - |
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Motilal Oswal Small Cap Fund Regular-idcw
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₹6,515 | 7.04% | 24.70% | 13.61% | 12.76% | - |
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Motilal Oswal Small Cap Fund Direct-idcw
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₹6,515 | 7.15% | 25.06% | 14.25% | 14.08% | - |
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Motilal Oswal Nifty Microcap 250 Index Fund Regular-growth
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₹2,352 | 7.37% | 24.78% | 11.29% | 3.42% | - |
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Motilal Oswal Nifty Microcap 250 Index Fund Direct-growth
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₹2,352 | 7.42% | 24.95% | 11.61% | 4.03% | - |
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Motilal Oswal Nifty Smallcap 250 Index Fund Regular-growth
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₹1,144 | 4.57% | 17.21% | 7.48% | 1.32% | 18.09% |
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Motilal Oswal Nifty Smallcap 250 Etf-growth
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₹215 | 4.64% | 17.43% | 7.89% | 2.13% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Nippon India Small Cap Fund Direct-growth |
₹74,604 | ₹200.59 | 19.27% | 21.38% | 22.07% |
| Nippon India Small Cap Fund-growth |
₹74,604 | ₹177.80 | 18.35% | 20.38% | 20.94% |
| Nippon India Small Cap Fund-idcw |
₹74,604 | ₹91.40 | 18.35% | 20.38% | 20.94% |
| Nippon India Small Cap Fund Direct-idcw |
₹74,604 | ₹106.68 | 19.27% | 21.38% | 22.07% |
| HDFC Small Cap Fund Regular-growth |
₹38,809 | ₹136.64 | 13.71% | 16.36% | 17.46% |
| HDFC Small Cap Fund Direct-growth |
₹38,809 | ₹156.55 | 14.71% | 17.43% | 18.70% |
| HDFC Small Cap Fund Regular-idcw |
₹38,809 | ₹39.65 | 13.71% | 16.36% | 17.46% |
| HDFC Small Cap Fund Direct-idcw |
₹38,809 | ₹63.38 | 14.71% | 17.43% | 18.70% |
| SBI Small Cap Fund-growth |
₹37,395 | ₹173.33 | 12.31% | 14.07% | 17.98% |
| SBI Small Cap Fund Direct-growth |
₹37,395 | ₹199.83 | 13.31% | 15.17% | 19.22% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Karur Vysya Bank Ltd | Financial | 1.35% | ₹15.42 Cr |
| Sona Blw Precision Forgings Ltd | Consumer Discretionary | 1.35% | ₹15.39 Cr |
| Navin Fluorine International Ltd | Materials | 1.30% | ₹14.82 Cr |
| Delhivery Ltd | Industrials | 1.25% | ₹14.28 Cr |
| Dewan Housing Finance Corp. Ltd. Eq | Financial | 1.14% | ₹13.10 Cr |
| Central Depository Services (india) Ltd | Financial | 1.10% | ₹12.53 Cr |
| Angel One Ltd | Financial | 1.08% | ₹12.35 Cr |
| Rbl Bank Ltd | Financial | 1.03% | ₹11.77 Cr |
| Pnb Housing Finance Ltd | Financial | 0.96% | ₹10.95 Cr |
| Computer Age Management Services Ltd | Financial | 0.94% | ₹10.75 Cr |
| Krishna Institute Of Medical Sciences Ltd | Healthcare | 0.93% | ₹10.59 Cr |
| Bandhan Bank Ltd | Financial | 0.92% | ₹10.49 Cr |
| City Union Bank Ltd | Financial | 0.91% | ₹10.43 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 0.91% | ₹10.42 Cr |
| Hfcl Ltd | Technology | 0.91% | ₹10.42 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 0.91% | ₹10.41 Cr |
| Crompton Greaves Consumer Electricals Ltd | Consumer Discretionary | 0.89% | ₹10.21 Cr |
| Welspun Corp Ltd | Materials | 0.89% | ₹10.20 Cr |
| Gland Pharma Ltd | Healthcare | 0.88% | ₹10.12 Cr |
| Manappuram Finance Ltd | Financial | 0.88% | ₹10.10 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bandhan Small Cap Fund Direct-growth |
₹54.16 | 29.02% | 21.91% | - |
| Bandhan Small Cap Fund Direct-idcw |
₹37.70 | 29.02% | 21.91% | - |
| Invesco India Smallcap Fund Direct-growth |
₹50.73 | 24.37% | 21.88% | - |
| Invesco India Smallcap Fund Direct-idcw |
₹37.68 | 24.37% | 21.88% | - |
| Nippon India Small Cap Fund Direct-growth |
₹200.59 | 19.27% | 21.38% | - |
| Nippon India Small Cap Fund Direct-idcw |
₹106.68 | 19.27% | 21.38% | - |
| Bank Of India Small Cap Fund Direct-growth |
₹60.21 | 23.13% | 21.34% | - |
| Bank Of India Small Cap Fund Direct-idcw |
₹45.09 | 23.13% | 21.34% | - |
| Quant Small Cap Fund Direct Plan-growth |
₹300.05 | 20.74% | 21.28% | - |
| Quant Small Cap Fund Direct Plan-idcw |
₹234.55 | 20.74% | 21.28% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth
What is the current AUM of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth?
As of Sun May 31, 2026, Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth manages assets worth ₹1,143.8 crore
How has Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth performed recently?
- 3 Months: 17.42%
- 6 Months: 7.87%
What is the long-term performance of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth?
- 3 Years CAGR: 18.92%
- 5 Years CAGR: 16.24%
- Since Inception: 22.29%
What is the portfolio composition of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth?
Equity: 100.01%, Others: -0.01%.
Who manages Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth?
Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth is managed by Swapnil P Mayekar from Motilal Oswal Mutual Fund.
What is the market-cap allocation of Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth?
Mid Cap: 5.06%, Small Cap: 94.94%.
Which are the top companies Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth has invested in?
- Karur Vysya Bank Ltd – 1.35% of the fund's portfolio
- Sona BLW Precision Forgings Ltd – 1.35% of the fund's portfolio
- Navin Fluorine International Ltd – 1.30% of the fund's portfolio
- Delhivery Ltd – 1.25% of the fund's portfolio
- DEWAN HOUSING FINANCE CORP. LTD. EQ – 1.14% of the fund's portfolio
Which are the major sectors Motilal Oswal Nifty Smallcap 250 Index Fund Direct-growth focuses on?
- Financial – 10.31% of the fund's portfolio
- Consumer Discretionary – 3.15% of the fund's portfolio
- Healthcare – 2.72% of the fund's portfolio
- Materials – 2.19% of the fund's portfolio
- Industrials – 1.25% of the fund's portfolio
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